ADD A NEW IDEA

Client Portal

    Portal - Client information on AM = Highlight Fields that client can see on their Portal.

    Make the accountant aware what field are shown to Client on Client Portal in My info
    Guest over 3 years ago in Client Portal 1

    Search client by email address

    I would love if it was possible to search for a client with their email address. Would make it easier for finding clients who have changed their surname or who are a contact for a business.
    Guest over 2 years ago in Client Portal 0

    Skip Letter of Engagement in Portal

    In Account Settings we have a toggle to ‘Allow Client to Skip Letter of Engagement’. This does not do as stated and just does not show the LoE to the client - in effect disabling it. Why can this not do as stataed and show up in the portal but all...
    Guest over 1 year ago in Client Portal 0